Customer 360
Every conversation resolved to the right customer, on one timeline.View details
Platform
One platform. The entire insurance lifecycle.
A single connected environment for relationships, conversations, submissions, markets, quotes, policies, renewals and claims — built around your agency in under a minute, then assisted by governed AI.
- Prospect
- Submission
- Market
- Quote
- Bind
- Policy
- Renewal
- Claims
Product
Modules built around insurance records, not generic objects.
Data migration
Move your book in from CSV or Excel with a full preview and undo.View details
Governed AI
i23 prepares and proposes the work; a person approves every consequential action.View details
CRM
Contacts, companies, agents and the relationships behind every account.View details
Submission management
Track every submission through a pipeline built for MGA workflows.View details
Carrier management
Carrier profiles, appetite data and market relationships in one place.View details
Quotes
Capture quotes per submission and keep comparison context intact.View details
Policies
Bound business connected to its quote, insured and servicing history.View details
Renewals
Stage renewal work ahead of expiry instead of reacting to it.View details
Claims
Claims connected to the policy record and the team working it.View details
Documents & activities
Files, notes, interactions and follow-ups attached to the record.View details
Team management
Workspaces, roles, permissions and auditability for your organisation.View details
Dashboard
Operational visibility across pipeline, premium, renewals and claims.View details
Operational view
The dashboard your leadership team actually opens.
Pipeline, premium, renewals, claims and activity in one place. Illustrative data shown.
i23CRM · Dashboard